Loan Operations Assistant Manager

Mycitizens; California; On-site; USD 65,000 - 105,000; Full time

Job summary

Citizensedmond is seeking a detail‑oriented professional to manage their Loan Operations and CDP workflow in a fast‑paced environment. You will prepare and review loan documents, ensure compliance with laws and bank policies, and support daily loan function tasks across departments.

You will collaborate with loan officers, credit analysts, and assistants to close loans, maintain policy and HMDA tracking, and handle scanning, indexing, and secondary market activities.

Qualifications

• Bachelor's degree in business, finance, or related field or equivalent experience.
• Minimum of three to five years in a financial institution setting.
• Knowledge of lending compliance laws and regulations.
• Strong attention to detail and organizational skills.
• Excellent verbal and written communication abilities.
• Proficiency with lending software programs.

Responsibilities

• Manage the workflow within both the Loan Ops and CDP department.
• Review loans on core for completeness and accuracy.
• Prepare loan documents per policy and loan approval.
• Review centrally prepared documents prior to closing for compliance.
• Collaborate with loan officers, credit analysts, and loan assistants to facilitate closings.
• Maintain an accurate loan policy waiver report and LAR HMDA tracking.
• Assist lending staff with compliance questions.
• Assist in Scanning and Indexing documents into Synergy.
• Assist with loan advances, payments, and research.
• Assist with booking and selling secondary market loans.
• Assist with tracking exceptions and perform other duties as assigned.

Skills

Lending compliance knowledge

Loan documentation expertise

Decision making

Analytical skills

Communication skills

Attention to detail

Organization skills

Lending software proficiency

Education

Bachelor's degree in business or finance

Tools

LaserPro

CreditQuest

Silverlake

Synergy

Teslar

Appraisal Shield

Adobe Acrobat

Word

Excel

Job description

## Description**Job Summary** The purpose of this job is to manage the overall workflow within the department, prepare loan documentation within the loan platform system, review loan documents for compliance, accuracy, and completeness. Review loans on core and assist with daily functions of Loan Operations.**Essential Job Functions*** Manage the workflow within both the Loan Ops and CDP department.* Review loans on core for completeness and accuracy.* Prepare loan documents in accordance with policy and loan approval.* Review centrally prepared loan documents prior to closing for accuracy, completeness, and compliance with laws, regulations and bank policy.* Work directly with all loan departments (loan officers, credit analysts, and loan assistants)to aid the facilitating loan closings.* Maintain an accurate loan policy waiver report.* Maintain an accurate loan-to-value exception report.* Maintain an accurate tracking of HMDA reportable transactions to be reported on the bank's LAR.* Assist lending staff, at all levels, with compliance questions.* Assist in Scanning and Indexing documents into Synergy* Assist with loan advances, loan payments, and research* Assist with booking and selling secondary market loans* Assist with tracking exceptions* Performs other duties as assigned and directed by management## Qualifications**Qualifications*** Bachelor's degree in business, finance, or a related field; or equivalent professional experience or education.* Minimum of three to five years of experience working in a financial institution setting.**Knowledge, Skills, and Abilities*** Knowledge of lending compliance laws and regulations.* Working knowledge of the principles of loan documentation and perfection of security interests.* Strong decision-making and analytical skills* Excellent interpersonal, verbal, and written communication skills.* Extremely detail oriented with good organizational skills.* Computer literate with the ability to learn to use specialized lending software programs* Commitment to policy and regulatory adherence.**Equipment Operated** Calculator, fax, copier, telephone, computer printer, and a PC with the following computer software: LaserPro, CreditQuest, Silverlake, Synergy, Teslar, Appraisal Shield, Adobe Acrobat, Word and Excel.**Work Environment** Work is performed primarily at a desk. The position requires regular contact with employees and occasionally customers/vendors, both in person and on the phone. The noise level in the work environment is usually moderate.**Physical Demands** While performing the duties of this job, the employee is required to communicate effectively with others, sit, stand, walk, and use hands to handle keyboard, telephone, paper, files, and other equipment and objects. The position requires the ability to create and review detailed documents and read computer screens. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job responsibilities.